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Client Relationship Associate Jobs in Onalaska, WI

Client Service Associate

La Crosse, WI ยท On-site

$14.25 - $19.75/hr

A DAY IN THE LIFE OF A CLIENT SERVICE ASSOCIATE As a Client Service Associate, you arrive each day ready to maintain and improve the relationship between our company and our clients. Through ...

Client Service Associate

La Crosse, WI ยท On-site

$14.25 - $19.75/hr

Trust Point Culture Video A DAY IN THE LIFE OF A CLIENT SERVICE ASSOCIATE As a Client Service Associate, you arrive each day ready to maintain and improve the relationship between our company and our ...

Client Service Associate

La Crosse, WI ยท On-site

$14.25 - $19.75/hr

Trust Point Culture VideoA DAY IN THE LIFE OF A CLIENT SERVICE ASSOCIATEAs a Client Service Associate, you arrive each day ready to maintain and improve the relationship between our company and our ...

Tax Associate

La Crosse, WI ยท On-site

$57K - $76K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

Tax Associate

Viroqua, WI ยท On-site

$53K - $70K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

Tax Associate

La Crosse, WI ยท On-site

$57K - $76K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

Tax Associate

Sparta, WI ยท On-site

$54K - $72K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

Tax Associate

Onalaska, WI ยท On-site

$54K - $72K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

Developing long-term relationships with existing clients and developing new customer relationships ... Maintain contact with existing customers periodically reviewing client's goals and needs. * Ability ...

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Showing results 1-20

Client Relationship Associate information

See Onalaska, WI salary details

$23.2K

$43.7K

$62.2K

How much do client relationship associate jobs pay per year?

As of Aug 24, 2026, the average yearly pay for client relationship associate in Onalaska, WI is $43,746.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,200.00 and $46,400.00 per year, depending on experience, location, and employer.

What does a client relationship associate do?

A Client Relationship Associate is responsible for building and maintaining positive relationships with clients on behalf of a company. They serve as a key point of contact, addressing client inquiries, resolving issues, and ensuring a high level of customer satisfaction. Their role often involves coordinating with internal teams to meet client needs, providing updates, and identifying opportunities to strengthen client relationships. Effective communication, problem-solving skills, and a customer-focused mindset are essential for success in this position.

What are the key skills and qualifications needed to thrive as a client relationship associate, and why are they important?

To thrive as a Client Relationship Associate, you need strong interpersonal skills, a customer service mindset, and typically a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is often required. Outstanding communication, problem-solving abilities, and attention to detail help you build trust and effectively address client needs. These skills are vital for maintaining client satisfaction, ensuring retention, and supporting business growth.

How does a client relationship associate typically collaborate with other departments to ensure client satisfaction?

Client Relationship Associates frequently work with teams such as sales, account management, and customer support to deliver a seamless client experience. They often act as the main point of contact for clients, relaying feedback and requests to appropriate internal teams. This requires clear communication, prompt follow-up, and a proactive approach to resolving any issues. Building strong internal relationships helps them advocate effectively for client needs and ensures that clients receive timely, accurate information.

What skills are needed for a client relationship associate?

A client relationship associate needs strong communication and interpersonal skills to build and maintain client trust. They should have good organizational abilities, problem-solving skills, and proficiency with customer relationship management (CRM) software. Attention to detail and the ability to handle multiple tasks are also important for success in this role.

What are the most commonly searched types of Client Relationship jobs in Onalaska, WI?

The most popular types of Client Relationship jobs in Onalaska, WI are:

What job categories do people searching Client Relationship Associate jobs in Onalaska, WI look for?

The top searched job categories for Client Relationship Associate jobs in Onalaska, WI are:

What cities near Onalaska, WI are hiring for Client Relationship Associate jobs?

Cities near Onalaska, WI with the most Client Relationship Associate job openings:

Infographic showing various Client Relationship Associate job openings in Onalaska, WI as of July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $43,746 per year, or $21 per hour.

Client Service Associate

Trust Point Inc.

La Crosse, WI โ€ข On-site

$14.25 - $19.75/hr

Full-time

Retirement

Posted 21 days ago


Job description

EXPERIENCE OUR CULTURE! JOIN OUR TEAM!
Recognized as a "Best Place to Work" for the 8th year in a row! Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department. We are currently seeking a polished and professional candidate to provide full-time support to our Wealth Management Team.
We offer a complete line of benefits including on-site workout facility, pet insurance, paid volunteer time and identity protection coverage. In addition, we also offer a very generous 401k and profit-sharing plan.
ABOUT TRUST POINT INC.
For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.
Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy. We love to show our appreciation and provide fun and unique perks throughout the year like locally sourced steaks, produce, cheese and homemade apple pies!
Learn more about our culture here:
A DAY IN THE LIFE OF A CLIENT SERVICE ASSOCIATE
As a Client Service Associate, you arrive each day ready to maintain and improve the relationship between our company and our clients. Through addressing internal and external client questions and concerns in a professional and timely manner, you are a key component to the team. You serve as a liaison to our clients and handle all of the behind-the-scenes and necessary administrative duties to follow proper procedures and established guidelines.
In addition, as a Client Service Associate you will utilize your organizational skills, attention to detail and knack for numbers to assist in the production of financial related documents including monthly/quarterly reports, estimated tax payments, cash and income flow projections and estate tracking support.
QUALIFICATIONS FOR A CLIENT SERVICE ASSOCIATE
  • 2 year degree in Business, Accounting, Finance or other related field, required
  • 4 year degree in Business, Accounting, Finance or other related field, preferred
  • A background or working knowledge in tax and estate planning, preferred
  • Proficiency in Microsoft Office Suite including Word, Excel, and Outlook.
  • The ability to learn, understand and utilize company specific programs including Addvantage and On-Base.

Do you possess excellent communication and organizational skills and the ability to work well with others in the organization? Are you able to assimilate to a wide variety of information relating to investments, accounting, tax, asset management, estate planning and marketing of services? Do you have a positive attitude, enthusiasm and professionalism? If so, then you might be the perfect fit!
WORK SCHEDULE
This is a full-time hybrid position working Monday-Friday, 8am-5pm.
Trust Point is proud to be an equal opportunity workplace.
We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results